View Financial HealthMarchex 配当と自社株買い配当金 基準チェック /06Marchex配当金を支払った記録がありません。主要情報0%配当利回り-0.4%バイバック利回り総株主利回り-0.4%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • May 04Marchex, Inc. to Report Q1, 2026 Results on May 13, 2026Marchex, Inc. announced that they will report Q1, 2026 results at 4:20 PM, US Eastern Standard Time on May 13, 2026お知らせ • Apr 10Marchex Inc Announces Broad Availability of Marchex Engage PlatformMarchex Inc. announced that the Marchex Engage Platform, a new AI-powered platform designed to help businesses scale conversation analytics, identify performance gaps, and take action to drive revenue growth is now broadly available to customers, including Marketing Edge Advantage customers. The Marchex Engage Platform helps organizations deliver improved marketing, sales, and operational performance through a centralized experience that supports users from corporate leaders to individual rooftops across industries. The updated availability of the Marchex Engage Platform includes KPI dashboards, configurable analytics, industry benchmarking, and personalized recommendations. Capabilities now available in the Engage Platform include: KPI Performance Dashboard – Presents a snapshot view of key performance metrics to quickly identify trends, gaps, and areas that need immediate attention. Configurable Data Analytics – NewData Grid and Data Explorer views enable users to evaluate performance by any dimension of their business, configure dashboards and reports, and share personalized views across the organization. Business Impact – Connects key metrics to revenue impact, helping teams prioritize the changes most likely to improve performance and drive measurable revenue growth. Personalized Insights & Recommendations -- Highlights patterns and anomalies impacting performance with targeted, data-driven recommendations so teams can act with confidence. Industry Benchmarking -- Enables organizations to compare KPI performance with industry peers, providing context on where they are performing well and where improvement is needed. Call Log – Provides an enhanced view of individual calls with advanced filtering, so teams can quickly find specific call examples for follow up and training purposes. In early use, the platform has helped organizations pinpoint specific operational and customer experience issues. For example, Marchex insights helped one organization identify more than $60,000 in wasted spend after more than 1,200 affiliate-driven calls from three paid sources produced just 21 leads, giving the business a clear path to reallocate budget toward higher-performing channels. In another example, the platform surfaced appointment availability and scheduling issues as key drivers of negative customer perception, helping teams prioritize changes to improve customer experience and protect brand reputation over time.分析記事 • Mar 28We're Hopeful That Marchex (NASDAQ:MCHX) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...Reported Earnings • Mar 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.11 loss per share. Revenue: US$45.4m (down 5.6% from FY 2024). Net loss: US$5.24m (loss widened 5.8% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%.お知らせ • Mar 26Marchex, Inc. Provides Earnings Guidance for the First Quarter and Second Quarter of Fiscal Year 2026Marchex, Inc. provided earnings guidance for the first quarter and second quarter of fiscal year 2026. Revenue in the first quarter of 2026 reflects the migration revenue dilution from the final platform switch over in December 2025, which impacted revenue run rates entering 2026. With this noted, in the first quarter of 2026 the company currently anticipates that revenue will be in the range of fourth quarter 2025 levels. Based on these and other positive factors, the company currently anticipates that for the second quarter of 2026 revenue will sequentially increase as compared to the first quarter of 2026.お知らせ • Mar 17Marchex, Inc. to Report Q4, 2025 Results on Mar 25, 2026Marchex, Inc. announced that they will report Q4, 2025 results at 4:20 PM, US Eastern Standard Time on Mar 25, 2026Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Vice Chairman Mike Arends was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 11Marchex Announces New AI Search Attribution Capability, Enabling Businesses to Capture LLM-Driven Call Sources and Link Them to OutcomesMarchex announced a new key enhancement within its Engage Platform: the ability for businesses to accurately attribute and analyze LLM-driven phone calls resulting from consumers receiving brand information directly in an LLM search result, even when those customers never visit the company's website. As AI search assistants such as ChatGPT, Gemini, Perplexity, and Copilot increasingly influence how consumers research solutions to problems and search for and evaluate businesses, marketers face a growing visibility gap at the very start of the customer journey. Marchex's new capability enables businesses to identify when AI-search discovery directly leads to customer engagement, conversations, and revenue. Uniting DNI, AI-Powered Conversation Intelligence, AEO, and GA4: Marchex's new capability brings together four essential components of modern attribution: DNI -- When Marchex Dynamic Number Insertion is enabled for LLMs, trackable phone numbers are shown to consumers, allowing businesses to see when a consumer query in an AI search engine results in a phone call. AI-Powered Conversation Intelligence -- Marchex AI helps businesses understand every detail of each conversation result, product or service of interest, the value of each lead, consumer sentiment, agent performance, and revenue outcomes. AEO -- Answer Engine Optimization increases visibility in AI-generated search results and recommendations. GA4 Integration -- unifies online digital and offline call activity into a single analytics view. Together, these components form a comprehensive attribution framework designed for the AI-first era of customer engagement. New Attribution Capability for AI-based Zero-Click Search: When AI search engines show phone numbers, customers can call right away--without visiting a landing page. This removes predominantly all traditional attribution signals. With this enhancement, Marchex enables organizations to: Attribute AI-driven, DNI-enabled phone calls--even when customers never visit a website; Identify which AI search engine (LLM) surfaced the business's phone number; Use AI conversation intelligence to measure call intent, call quality, and revenue outcomes; Push call events directly into GA4 for unified analytics. Connecting Calls to GA4 for Unified Attribution: As enterprises use Google Analytics 4 (GA4), tracking both online activities and offline call interactions becomes increasingly essential. Marchex's enhanced AI search attribution makes this even more valuable. With DNI-powered call attribution inside GA4, organizations can: See AI-driven phone calls logged as GA4 events; Tie calls to campaigns, channel groupings, or AI search (AEO) strategies; Track multiple call milestones (e.g., call start, qualified lead, appointment booked); compare AI search performance alongside traditional digital channels; Boost ROI by linking AI-powered discovery to engagement and results. Defining the Next Chapter of Attribution: As AI search grows into a dominant channel for consumer discovery, Marchex is helping businesses adapt with: Visibility into AI-driven call sources; Accurate attribution without requiring website clicks; Unified analytics through GA4; Outcome-centric insights tied directly to revenue; An attribution architecture built for evolving AI search behaviors. Marchex's new AI search attribution capability marks a key step in how companies understand and improve customer journeys-- beginning where AI-driven discovery starts.Reported Earnings • Nov 16Third quarter 2025 earnings released: US$0.023 loss per share (vs US$0.019 loss in 3Q 2024)Third quarter 2025 results: US$0.023 loss per share (further deteriorated from US$0.019 loss in 3Q 2024). Revenue: US$11.5m (down 8.3% from 3Q 2024). Net loss: US$1.02m (loss widened 23% from 3Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Nov 14Marchex, Inc. (NasdaqGS:MCHX) signed a Agreement in Principle to acquire Archenia, Inc. for $16.4 million.Marchex, Inc. (NasdaqGS:MCHX) signed a Agreement in Principle to acquire Archenia, Inc. for $16.4 million on November 13, 2025. The consideration consists of promissory note of Marchex, Inc. having a value of $10 million to be issued for common equity of Archenia, Inc. Marchex, Inc. will pay an earnout/contingent payment common equity. As part of consideration, $10 million is paid towards common equity of Archenia, Inc. The transaction is subject to approval of offer by acquirer shareholders, consummation of financial audit and definitive agreement. The Board of Directors of Archenia, Inc. formed a special committee for the transaction. The Closing Date, in the event a Definitive Agreement is entered into and the Transaction is approved by disinterested stockholders, is anticipated to occur in the first half of 2026.お知らせ • Nov 07Marchex, Inc. to Report Q3, 2025 Results on Nov 13, 2025Marchex, Inc. announced that they will report Q3, 2025 results at 4:20 PM, US Eastern Standard Time on Nov 13, 2025お知らせ • Nov 05Marchex, Inc., Annual General Meeting, Dec 16, 2025Marchex, Inc., Annual General Meeting, Dec 16, 2025. Location: 1200 5th ave, suite 1300, washington 98101., seattle United Statesお知らせ • Oct 21Marchex Launches New AI-Powered Solution to Empower Senior Living Organizations to Boost Occupancy Rates, Increase Return on Ad Spend, and Improve Customer JourneysMarchex announced the launch of the Marchex Senior Living Solution, a new suite of AI-powered capabilities designed to help senior living organizations better optimize marketing spend, understand the specific needs of every prospect, and surface the key reasons potential residents choose to select or reject facilities. In senior living, the lifetime value of a resident can be measured in hundreds of thousands of dollars but reducing marketing budgets and challenges in assessing the quality and return from lead aggregators, combined with staffing challenges, necessitate vertically-specific solutions that are tailored to the needs of this industry. Built on Marchex's award-winning AI driven marketing and conversation intelligence platform, the Senior Living vertical solution converts everyday phone calls and other digital interactions from prospects into real-time actionable insights, so marketers and operators can create better experiences and optimize occupancy levels. challenges Facing Senior Living Operators: Senior living organizations manage increasing staffing costs, high turnover, and the need to provide consistent, high-quality service across multiple locations. They also face pressure to boost occupancy through improved lead conversion amidst heightened family expectations for resident care transparency and responsiveness, pricing, and availability. Traditional call tracking and survey methods frequently fail to identify the specific factors that prevent families from booking tours and make it difficult to accurately measure which marketing channels, locations, and agents produce the best results. Driving Community Impact Through Industry-Specific AI Insights: Know Which Conversations are Leads, Caregivers, or Residents - Accurately identify and categorize the intent and outcome of every conversation, using AI trained specifically for senior living conversations. Marketers can now optimize media spend toward high quality leads, A/B test content on web pages, and augment their CRM and CDP with highly relevant structured data about every conversation. Ensure Missed Appointments Can be Recovered - Not every interaction in the sales process is handled perfectly, especially with staff turnover and often complex prospect needs. Create alerts that route to another team member to review and potentially follow up with prospects with clear intent. Better Address Questions and Family Concerns - Detect recurring topics, such as insurance coverage, caregiver involvement or billing to guide marketing content and staff communication playbooks. Improve Operations Across Multiple Care Facility Locations - Track conversion KPIs and CSAT across multiple locations to guide better informed decisions at the community or regional level. Quickly identify best practices that drive new residents and pinpoint areas for improvement with insights and recommendations specifically tailored to your business or individual locations.分析記事 • Oct 02We're Not Very Worried About Marchex's (NASDAQ:MCHX) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...お知らせ • Oct 01Marchex Launches Industry Benchmarking to Help Businesses Prioritize Key Performance IndicatorsMarchex announced the launch of Industry Benchmarking within the Key Insights Dashboard of the Marchex Engage Platform. This new capability equips businesses with industry-specific benchmarks tied to the key performance indicators (KPIs) that matter most, helping leaders identify where they outperform the market and where they need to take actions to drive improvements. Businesses have traditionally utilized Marchex for analyzing KPIs through historical trend analysis against internal metrics. With Industry Benchmarking, companies can now assess metrics such as conversation rate, lead rate, appointment set rate, and customer satisfaction KPIs in comparison to industry benchmarks, alongside receiving insights for performance improvement in areas such as sales, marketing, strategy, and operations. Marchex's Industry Benchmarking allows businesses to evaluate their performance in relation to industry peers, using KPIs based on data from millions of consumer interactions. Without access to industry benchmarking, it can be challenging for businesses to determine their relative performance and whether performance changes align with industry trends. Key benefits include: Real industry context, across mission-critical KPIs; Visual indicators to quickly identify strong, average, or underperforming metrics; Data-driven guidance to support leadership strategy, staffing, and budget allocation decisions. Benchmarks currently include industry-specific metrics such as: Conversation rate; Lead rate; Appointment rate; Customer satisfaction (CSAT); Customer view of the business (VOB). Industry Benchmarking is powered by Marchex's robust foundation of conversation analytics data across high-volume B2C industries. As part of the Key Insights Dashboard, this milestone reflects another step in Marchex's mission to transform customer conversation data into real-time, actionable intelligence that drives optimized business performance. These new capabilities are available to eligible customers via an annual license.お知らせ • Sep 19Marchex, Inc. Appoints Brian Nagle as Chief Financial Officer, Effective September 15, 2025On September 16, 2025, Marchex, Inc. announced that Brian Nagle ("Nagle") had been appointed Chief Financial Officer of the Company effective September 15, 2025. Mr. Nagle was previously Senior Vice President, Controller of the Company.お知らせ • Sep 17+ 1 more updateMarchex, Inc. Announces the Resignation of Edwin A. Miller as Chief Executive Officer, Effective September 11, 2025On September 16, 2025, Marchex, Inc. announced the resignation of Edwin A. Miller (Miller) as its Chief Executive Officer effective September 11, 2025. Mr. Miller will serve as a consultant to the Company for one year and provide general advisory services to the Chairman.Major Estimate Revision • Aug 20Consensus EPS estimates upgraded to US$0.05 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$49.9m to US$46.3m. 2025 losses expected to reduce from -US$0.10 to -US$0.05 per share. Media industry in the US expected to see average net income growth of 20% next year. Consensus price target of US$4.00 unchanged from last update. Share price rose 9.1% to US$1.97 over the past week.ナラティブ更新 • Aug 15AI-Driven Platforms Will Expand Enterprise Market ReachMarchex’s modestly higher future P/E ratio and slight weakening in net profit margin suggest incrementally greater valuation risk, but the consensus price target remains unchanged at $4.00. What's in the News Marchex launched an AI-powered healthcare solution to provide health systems and marketing organizations with actionable insights from patient conversations, enhancing attribution, appointment prioritization, and marketing optimization.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: US$0.002 (vs US$0.018 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.002 (up from US$0.018 loss in 2Q 2024). Revenue: US$11.7m (down 3.5% from 2Q 2024). Net income: US$85.0k (up US$841.0k from 2Q 2024). Profit margin: 0.7% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Aug 12Marchex Releases Healthcare AI Solution to Provide Comprehensive Patient Insights and Superior Marketing DistributionMarchex announced the release of its new AI-powered healthcare solution designed for health systems, large ambulatory care facilities, and healthcare marketing organizations. This release equips these organizations with data that more accurately attributes marketing-driven patient leads, prioritizes high-value appointments, and provides alerts for critical patient engagement challenges. As health systems strive to increase new patient acquisition and manage rising expectations amid growing operational complexity, they need more than call transcripts, summaries, and generalized AI. Marchex's Healthcare AI Solution addresses this need by transforming unstructured conversation data into structured, contextual insights and recommended actions. This combination helps healthcare organizations improve operational efficiency, focus on appointments and actions with the highest potential impact, and optimize marketing campaigns for improved performance. Marchex's healthcare AI Solution transforms patient conversations into actionable insights, including: Post-Call Data: Measure patient conversion and fallout rates over time, and across different areas of the patient journey to make more informed decisions. Actionable Insights: AI-driven insights that reveal why patients book and don't book--such as appointment availability, pricing, insurance acceptance, lack of specific services offered, and more. Marketing Optimization: Leverage healthcare-specific lead and appointment rate models to drive down the cost-per-lead for each channel and improve automated bidding. Targeting and Attribution: Refine targeting strategies with detailed insights into which campaigns and channels perform best. Leverage advanced marketing attribution for patient leads and outcomes with the highest potential revenue impact.お知らせ • Aug 01Marchex, Inc. to Report Q2, 2025 Results on Aug 12, 2025Marchex, Inc. announced that they will report Q2, 2025 results at 4:20 PM, US Eastern Standard Time on Aug 12, 2025Reported Earnings • May 15First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.045 loss per share (further deteriorated from US$0.034 loss in 1Q 2024). Revenue: US$11.4m (down 1.5% from 1Q 2024). Net loss: US$1.98m (loss widened 37% from 1Q 2024). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 67%. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.お知らせ • May 15Marchex, Inc. Provides Earnings Guidance for the Year 2025Marchex, Inc. provided earnings guidance for the year 2025. The company expects to grow to achieve a $50.0 million annual revenue run rate or better, or more than $12.5 million in quarterly revenue.お知らせ • May 07Marchex, Inc. to Report Q1, 2025 Results on May 13, 2025Marchex, Inc. announced that they will report Q1, 2025 results at 4:20 PM, US Eastern Standard Time on May 13, 2025Price Target Changed • Apr 19Price target increased by 19% to US$4.00Up from US$3.38, the current price target is provided by 1 analyst. New target price is 172% above last closing price of US$1.47. Stock is up 20% over the past year. The company is forecast to post a net loss per share of US$0.08 next year compared to a net loss per share of US$0.11 last year.新しいナラティブ • Apr 08Cloud Standardization And Vertical AI Solutions Will Improve Efficiency Unification of data architecture and user interface improvements aim to boost revenue through AI deployment, enhanced scalability, and improved customer engagement. お知らせ • Apr 02Marchex Adds to its Auto Dealership Solutions with Engage for ServiceMarchex announced the launch of Engage for Service, its latest AI-powered solution for auto dealerships, designed to help service centers better understand their customer engagement, elevate customer satisfaction, recover lost opportunities, and boost revenue. Auto service centers are the backbone of dealerships, handling approximately 50% of all inbound calls. Key issues include cost disputes, scheduling conflicts, missed calls, repairs miscommunication, long wait times, and lack of follow-up. This new solution will significantly help improve each of these areas. For auto dealerships, it is critical to maximize the opportunity found in every customer conversation. Marchex's new Engage for Service delivers powerful capabilities including: Boost Service Appointment Bookings: Turn more calls into scheduled service appointments, ensuring customers receive the service they need. Identify poor service writer performance so can more effectively train staff and increase the number of repair orders (ROs). High-Value Opportunity Alerts: Receive timely alerts (via email or SMS) on missed high-value appointment opportunities, including the AI-generated summary detailing the service discussed and why an RO was not set. Survey Every Interaction: Most customers do not complete surveys, leaving an incomplete picture of customer perception. Marchex Engage provides a CSAT score, and seven other important sentiment factors, on every conversation for a complete picture of the customer experience. Reputation Rescue Alerts: It takes years to build trust with a customer, and only one bad experience to damage it. Marchex Engage allows alert setting for when a customer has a negative experience so can quickly follow up with the frustrations customer before they post a negative dealership review. The Marchex suite of solutions for automotive dealers, including Marchex Engage for Automotive Sales and Service, and Marketing Edge, equips dealerships to optimize media spending, increase sales productivity, and deliver better overall service experiences.Major Estimate Revision • Mar 13Consensus EPS estimates fall by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$50.5m to US$49.4m. Losses expected to increase from US$0.10 per share to US$0.14. Media industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$3.25 unchanged from last update. Share price was steady at US$1.97 over the past week.Reported Earnings • Mar 07Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.12 loss per share (improved from US$0.23 loss in FY 2023). Revenue: US$48.1m (down 3.6% from FY 2023). Net loss: US$4.95m (loss narrowed 50% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10.0%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Mar 07Marchex, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Marchex, Inc. provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expects revenue is currently anticipated to be in the range of fourth quarter 2024 levels. For the year, revenue is currently anticipated to grow on a year-over-year basis, with the opportunity for sequential revenue acceleration throughout 2025, as it is execute on a series of strategic, sequential product launch and go-to-market initiatives.お知らせ • Feb 27Marchex, Inc. to Report Q4, 2024 Results on Mar 06, 2025Marchex, Inc. announced that they will report Q4, 2024 results at 4:20 PM, US Eastern Standard Time on Mar 06, 2025分析記事 • Jan 07We Think Marchex (NASDAQ:MCHX) Can Easily Afford To Drive Business GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...分析記事 • Dec 01Risks To Shareholder Returns Are Elevated At These Prices For Marchex, Inc. (NASDAQ:MCHX)When you see that almost half of the companies in the Media industry in the United States have price-to-sales ratios...New Risk • Nov 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.6% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.0m net loss in 2 years). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (US$73.6m market cap).Recent Insider Transactions • Nov 17Chief Executive Officer recently bought US$183k worth of stockOn the 14th of November, Edwin Miller bought around 106k shares on-market at roughly US$1.73 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Edwin has been a buyer over the last 12 months, purchasing a net total of US$455k worth in shares.New Risk • Nov 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.6% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.0m net loss in 2 years). Market cap is less than US$100m (US$75.8m market cap).お知らせ • Nov 02Marchex, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2024 and First Quarter and Full Year of 2025Marchex, Inc. provided earnings guidance for the fourth quarter ending December 31, 2024 and first quarter and full year of 2025. For the fourth quarter ending December 31, 2024, revenue is anticipated to be in the range of $12.0 million due to expected typical seasonality of call volumes in the fourth quarter. Revenue for the first quarter of 2025 is anticipated to be higher than the first quarter of 2024 and sequentially higher than the fourth quarter of 2024. Revenue in 2025 is anticipated to grow over 2024, with the opportunity for accelerating sequential growth rates during 2025.Reported Earnings • Nov 01Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: US$0.019 loss per share (improved from US$0.036 loss in 3Q 2023). Revenue: US$12.6m (down 1.8% from 3Q 2023). Net loss: US$831.0k (loss narrowed 46% from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 20% per year.お知らせ • Oct 30Marchex Announces Additional AI Solutions to Empower BusinessesMarchex announced the phased rollout of its vertical-specific advanced AI solutions for lead identification, lead value assessment, and trending topics discovery. These innovative AI solutions deliver descriptive, predictive, and prescriptive insights that enable businesses to improve return on ad spend, understand the primary elements driving changes in customer behavior, and increase sales. Launching in Fourth Quarter 2024, these solutions are tailored for automotive OEMs and dealers, home services, medical, dental, and automotive services. Advanced AI Solutions key benefits: High-Value Lead Identification: Scoring that reveals the higher potential leads; Industry-Specific Customization: Businesses receive the most relevant, actionable insights; Data-Driven Decisions: Track trends, optimize resource allocation, and make informed decisions based on comprehensive customer insights; Marketing Optimization: Industry specific lead and appointment rate models that optimize marketing campaigns to drive high-value leads; Improved Attribution: Segment target audiences and improve automated bidding using any combination of lead outcomes, lead value, and topics; Understand relevant customer topics: Identify topics and trends that are most important to a successful sale and customer experience.お知らせ • Oct 24Marchex, Inc. to Report Q3, 2024 Results on Oct 31, 2024Marchex, Inc. announced that they will report Q3, 2024 results at 4:20 PM, US Eastern Standard Time on Oct 31, 2024お知らせ • Sep 20Marchex, Inc., Annual General Meeting, Oct 30, 2024Marchex, Inc., Annual General Meeting, Oct 30, 2024. Location: 1200 5th ave., suite 1300, washington, seattle United StatesMajor Estimate Revision • Aug 15Consensus EPS estimates upgraded to US$0.085 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.115 to -US$0.085 per share. Revenue forecast steady at US$48.6m. Media industry in the US expected to see average net income growth of 54% next year. Consensus price target of US$3.25 unchanged from last update. Share price rose 8.0% to US$2.02 over the past week.Reported Earnings • Aug 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.018 loss per share (improved from US$0.065 loss in 2Q 2023). Revenue: US$12.1m (down 3.6% from 2Q 2023). Net loss: US$756.0k (loss narrowed 72% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 43%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 09Marchex, Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2024Marchex, Inc. provided earnings guidance for the third quarter ending September 30, 2024. For the quarter, the company Revenue is anticipated to increase to be in the range of $12.6 million or more.分析記事 • Aug 05Marchex, Inc. (NASDAQ:MCHX) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedMarchex, Inc. ( NASDAQ:MCHX ) shares have continued their recent momentum with a 27% gain in the last month alone...お知らせ • Aug 01Marchex, Inc. to Report Q2, 2024 Results on Aug 08, 2024Marchex, Inc. announced that they will report Q2, 2024 results at 4:30 PM, US Eastern Standard Time on Aug 08, 2024Recent Insider Transactions • Jun 09Chief Executive Officer recently bought US$272k worth of stockOn the 4th of June, Edwin Miller bought around 200k shares on-market at roughly US$1.36 per share. This transaction increased Edwin's direct individual holding by 11x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Edwin's only on-market trade for the last 12 months.New Risk • May 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$4.9m net loss next year). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Market cap is less than US$100m (US$60.3m market cap).Reported Earnings • May 08First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: US$0.034 loss per share (improved from US$0.10 loss in 1Q 2023). Revenue: US$11.6m (down 5.3% from 1Q 2023). Net loss: US$1.45m (loss narrowed 68% from 1Q 2023). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • May 08Marchex, Inc. Provides Revenue Guidance for the Second Quarter Ending June 30, 2024Marchex, Inc. provided revenue guidance for the second quarter ending June 30, 2024. For the period, the company announced that Revenue is anticipated to increase to approximately $12 million or more.お知らせ • May 03Marchex, Inc. to Report Q1, 2024 Results on May 07, 2024Marchex, Inc. announced that they will report Q1, 2024 results at 4:20 PM, US Eastern Standard Time on May 07, 2024お知らせ • Apr 30Marchex Launches Generative Ai-Powered Sentiment Suite Across Multiple ApisMarchex, Inc. announced that it has launched its Sentiment Suite product offering across multiple application programming interfaces (APIs) following completion of an extensive early adopter program with Fortune 500 companies and other customers. A key element of Marchex’s conversation intelligence platform, Sentiment Suite combines structured and unstructured data to provide a comprehensive view of customer emotion throughout conversations with businesses. For businesses of all sizes, Sentiment Suite’s AI-driven insights include: Customer Emotion, which provides a high-level assessment of whether conversations are positive, negative, or neutral. Emotion Categories, which assigns specific sentiments such as satisfied, frustrated, or confused to callers, enabling tailored customer response strategies. View of Business, which combines emotion ratings or scoring, and call context to infer whether the customer perceives a business positively, negatively, or neutrally. Today’s launch follows an 8-week early adopter program that scored more than 58,000 completed conversations, across more than a dozen diverse organizations. Upon completion of the early adopter period, Marchex conducted comprehensive interviews with the participants. The feedback showed how Sentiment Suite can deliver highly impactful operational value, by combining structured and unstructured data, qualitatively delivered to customers in actionable ways. Specific examples include: A Fortune 500 company reported that Sentiment Suite helped validate its belief that directing all customer calls to a central call center would create better business outcomes than if it delivered the conversations to varied locations. Previously, the company did not have the data to prove this thesis, but its adoption of Marchex Sentiment Suite generated specific data tied to helpful and unhelpful agents, which enabled the company to determine where calls are handled most effectively for greatest customer satisfaction. By utilizing the Sentiment Suite data and intelligence, this company was able to create more effective workflows that drove improved customer satisfaction and operational excellence. A major healthcare industry association deployed Sentiment Suite and found for its line of business, localized call handling is crucial. Sentiment Suite’s specific data and intelligence for the organization showed local communication was in fact most effective in terms of answering calls, following up on leads, and supporting a positive customer experience – all of which are connected to revenue acceleration. A large home services franchise highlighted deploying Sentiment Suite enabled it to more strategically align marketing spend to focus on specific areas that returned both more leads and satisfied customers. As part of the process, Sentiment Suite identified calls where customers were frustrated or dissatisfied and helped the company determine why customers had these feelings or negative views of the business, as well as which actions to take to improve them.Major Estimate Revision • Mar 21Consensus EPS estimates upgraded to US$0.12 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$53.2m to US$50.4m. 2024 losses expected to reduce from -US$0.16 to -US$0.115 per share. Media industry in the US expected to see average net income growth of 66% next year. Consensus price target of US$3.25 unchanged from last update. Share price rose 8.5% to US$1.41 over the past week.Reported Earnings • Mar 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: US$0.23 loss per share (further deteriorated from US$0.19 loss in FY 2022). Revenue: US$49.9m (down 4.3% from FY 2022). Net loss: US$9.91m (loss widened 20% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Mar 15Marchex, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2024 and Full Year of 2024Marchex, Inc. provided earnings guidance for the first quarter ending March 31, 2024 and full year of 2024. For the first quarter ending March 31, 2024, the company expects revenue is anticipated to be somewhat lower than fourth quarter 2023 levels.For the fiscal year 2024, the company anticipates revenue growth for the full year with sequential revenue progress throughout the year.お知らせ • Mar 08Marchex, Inc. to Report Q4, 2023 Results on Mar 14, 2024Marchex, Inc. announced that they will report Q4, 2023 results at 4:20 PM, US Eastern Standard Time on Mar 14, 2024分析記事 • Mar 01Will Marchex (NASDAQ:MCHX) Spend Its Cash Wisely?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Reported Earnings • Nov 10Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: US$0.037 loss per share. Revenue: US$12.8m (down 3.2% from 3Q 2022). Net loss: US$1.55m (flat on 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Media industry in the US.お知らせ • Nov 10Marchex, Inc. Provides Earnings Guidance for Fourth Quarter Ending December 31, 2023 and Fiscal Year 2024Marchex, Inc. provided earnings guidance for fourth quarter ending December 31, 2023 and fiscal year 2024. For the fourth quarter ending December 31, 2023, revenue is anticipated to be at or near third quarter 2023 levels. For the fiscal year 2024, the company anticipates revenue growth on a year-over-year basis along with sequential progress.New Risk • Nov 10New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$9.2m free cash flow). Earnings have declined by 1.7% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (US$56.8m market cap).お知らせ • Nov 08Marchex, Inc. Launches Call Summary and Sentiment Suite Capabilities for Vertical MarketsMarchex, Inc. announced that it has launched Call Summary and Sentiment Suite capabilities. Powered by generative AI, these new features analyze and generate summaries of consumer-to-business calls, enabling businesses to immediately identify customers who have had exceptionally good experiences, as well as satisfied customers. This valuable data empowers companies to capitalize on positive interactions by advancing sales processes or encouraging positive online behaviors, including reviews, as well as take action to rectify concerns from satisfied customers. Call Summaries leverage the power of generative AI to transform the way businesses capture and utilize critical insights from customer interactions. This feature offers two distinct types of summaries: Outcome Focused Summaries give concise, natural-language descriptions of what occurred during a consumer-to-business call. Agent Focused Summaries provide comprehensive assessments of customer service or sales agent performance during calls. Sentiment Suite combines structured and unstructured data to provide a holistic view of customer emotions during conversations: Customer Emotion gives a high-level assessment of whether conversations were positive, negative, or neutral. Emotion Categories assign specific sentiments such as satisfied, frustrated, or confused to callers, enabling tailored response strategies. View of Business combines emotion grading and call context to inferred how the customer perceptionives business: positive, negative, orneutral. These structured data pieces are then paired with natural language explanations of why callers are reacting the way they are, enhancing the understanding of emotional dynamics during conversations. The new features address critical pain points in customer relations: Agents are relieved from the tedious task of manual record-keeping, allowing them to focus on delivering exceptional customer experiences. Clients have the ability to identify which locations or agents have the highest volume of frustrated callers, and whether they are able to bring those customers around to a positive experience during the conversation journey. Managers can streamline call evaluations, sparing them the need to sift through entire audio recordings or transcripts, and making performance assessment more efficient. Customers receive a more personalized service as agents have access to accurate call recaps, leading to improved customer satisfaction and loyalty. Call Summaries and Sentiment Suite are just the first in a series of AI enhancements in Marchex's product pipeline, all designed to equip organizations with applications to proactively identify sales and growth opportunities, as well as address issues that may lead to negative experiences and reviews from satisfied customers.お知らせ • Oct 28Marchex, Inc. to Report Q3, 2023 Results on Nov 08, 2023Marchex, Inc. announced that they will report Q3, 2023 results at 4:20 PM, US Eastern Standard Time on Nov 08, 2023分析記事 • Oct 19Is Marchex (NASDAQ:MCHX) In A Good Position To Deliver On Growth Plans?Just because a business does not make any money, does not mean that the stock will go down. For example, although...分析記事 • Sep 14What You Can Learn From Marchex, Inc.'s (NASDAQ:MCHX) P/SAfter Its 26% Share Price CrashTo the annoyance of some shareholders, Marchex, Inc. ( NASDAQ:MCHX ) shares are down a considerable 26% in the last...お知らせ • Aug 19Marchex, Inc., Annual General Meeting, Sep 28, 2023Marchex, Inc., Annual General Meeting, Sep 28, 2023, at 10:00 Pacific Standard Time. Location: Marchex, Inc., 1200 5th Ave., Suite 1300, Seattle Washington United States Agenda: To elect five individuals to serve on our Board of Directors for the ensuing year and until their successors are elected; to ratify the appointment of RSM US LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023; to approve, by a non-binding advisory vote, the compensation paid to our named executive officers; and to select, by a non-binding advisory vote, the frequency at which stockholders will be asked to approve the compensation paid to our named executive officers.New Risk • Aug 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$9.2m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$9.2m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$9.7m net loss next year). Shareholders have been diluted in the past year (2.9% increase in shares outstanding). Market cap is less than US$100m (US$80.5m market cap).Reported Earnings • Aug 04Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: US$64.56 loss per share (further deteriorated from US$0.035 loss in 2Q 2022). Revenue: US$12.5m (down 7.3% from 2Q 2022). Net loss: US$2.74m (loss widened 79% from 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • May 11Companies Like Marchex (NASDAQ:MCHX) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, although...Major Estimate Revision • May 11Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$51.9m to US$50.7m. Losses expected to increase from US$0.24 per share to US$0.31. Media industry in the US expected to see average net income growth of 6.3% next year. Consensus price target of US$3.25 unchanged from last update. Share price fell 12% to US$1.76 over the past week.Reported Earnings • May 07First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: US$0.10 loss per share (further deteriorated from US$0.037 loss in 1Q 2022). Revenue: US$12.2m (down 7.3% from 1Q 2022). Net loss: US$4.48m (loss widened 183% from 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 38%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 06Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$0.19 loss per share (further deteriorated from US$0.10 loss in FY 2021). Revenue: US$52.2m (down 2.4% from FY 2021). Net loss: US$8.25m (loss widened 88% from FY 2021). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Mar 07Consensus EPS estimates fall by 66%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$53.7m to US$51.9m. Losses expected to increase from US$0.14 per share to US$0.24. Media industry in the US expected to see average net income growth of 7.6% next year. Consensus price target down from US$3.38 to US$3.25. Share price fell 2.4% to US$2.05 over the past week.Reported Earnings • Mar 02Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$0.20 loss per share (further deteriorated from US$0.10 loss in FY 2021). Revenue: US$52.2m (down 2.4% from FY 2021). Net loss: US$8.25m (loss widened 88% from FY 2021). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Price Target Changed • Mar 02Price target decreased by 7.1% to US$3.25Down from US$3.50, the current price target is an average from 2 analysts. New target price is 58% above last closing price of US$2.06. Stock is up 8.4% over the past year. The company is forecast to post a net loss per share of US$0.095 next year compared to a net loss per share of US$0.10 last year.お知らせ • Feb 18Marchex, Inc. to Report Q4, 2022 Results on Feb 28, 2023Marchex, Inc. announced that they will report Q4, 2022 results at 4:20 PM, US Eastern Standard Time on Feb 28, 2023お知らせ • Feb 07+ 1 more updateMarchex, Inc. Announces Executive ChangesMarchex, Inc. announced that Russell Horowitz, the company's chairman of the board, will continue in this role and Michael Arends will serve as the company's vice chairman. The company also announced that Ryan Polley, the company's chief operating officer, has been named to the additional role of President. Polley's responsibilities include overseeing the product and engineering organizations at the company, as well as developing the strategies that expand the company's artificial intelligence capabilities and customer channel opportunities.分析記事 • Jan 05We're Not Very Worried About Marchex's (NASDAQ:MCHX) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, although...Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Don Cogsville was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: US$0.038 loss per share (down from US$0.075 profit in 3Q 2021). Revenue: US$13.2m (down 3.7% from 3Q 2021). Net loss: US$1.56m (down 147% from profit in 3Q 2021). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.分析記事 • Sep 15We're Hopeful That Marchex (NASDAQ:MCHX) Will Use Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Major Estimate Revision • Aug 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$54.3m to US$53.2m. 2022 losses expected to reduce from -US$0.19 to -US$0.16 per share. Media industry in the US expected to see average net income growth of 2.8% next year. Consensus price target of US$3.50 unchanged from last update. Share price rose 14% to US$2.22 over the past week.Reported Earnings • Aug 11Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: US$0.037 loss per share (down from US$0.008 loss in 2Q 2021). Revenue: US$13.5m (down 3.5% from 2Q 2021). Net loss: US$1.53m (loss widened 360% from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 45%. Over the next year, revenue is forecast to grow 4.0%, compared to a 2.4% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Don Cogsville was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 13First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: US$0.037 loss per share (up from US$0.12 loss in 1Q 2021). Revenue: US$13.2m (up 1.5% from 1Q 2021). Net loss: US$1.58m (loss narrowed 70% from 1Q 2021). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Over the next year, revenue is forecast to grow 5.0%, compared to a 3.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Don Cogsville was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Apr 27Price target decreased to US$3.50Down from US$4.00, the current price target is an average from 2 analysts. New target price is 94% above last closing price of US$1.80. Stock is down 40% over the past year. The company is forecast to post a net loss per share of US$0.23 next year compared to a net loss per share of US$0.10 last year.分析記事 • Apr 17We're Hopeful That Marchex (NASDAQ:MCHX) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Reported Earnings • Mar 04Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$0.11 loss per share (up from US$0.91 loss in FY 2020). Revenue: US$53.5m (up 4.4% from FY 2020). Net loss: US$4.39m (loss narrowed 90% from FY 2020). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 23%. Over the next year, revenue is forecast to grow 6.4%, compared to a 5.3% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year whereas the company’s share price has fallen by 24% per year.Price Target Changed • Dec 31Price target decreased to US$4.00Down from US$4.38, the current price target is an average from 2 analysts. New target price is 56% above last closing price of US$2.57. Stock is up 31% over the past year. The company posted a net loss per share of US$0.91 last year.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS US$0.083 (vs US$0.078 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$13.7m (down 48% from 3Q 2020). Net income: US$3.31m (up US$6.98m from 3Q 2020). Profit margin: 24% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Seeking Alpha • Sep 29Marchex: Hope Springs EternalProfitability is finally beginning to improve at Marchex. Conversational intelligence and sales engagement solutions are definitely growing in demand. Management believes it can deliver. The market for the most part remains unconvinced thus far.Reported Earnings • Aug 09Second quarter 2021 earnings released: US$0.008 loss per share (vs US$0.096 loss in 2Q 2020)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2021 results: Revenue: US$14.0m (down 46% from 2Q 2020). Net loss: US$333.0k (loss narrowed 93% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.分析記事 • Aug 08Does Marchex (NASDAQ:MCHX) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Aug 07Consensus EPS estimates increase to -US$0.29The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$52.7m to US$53.6m. EPS estimate increased from -US$0.44 to -US$0.29. Media industry in the US expected to see average net income growth of 8.9% next year. Consensus price target of US$4.38 unchanged from last update. Share price rose 20% to US$3.06 over the past week.Major Estimate Revision • May 20Consensus EPS estimates increase to -US$0.44The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$50.8m to US$52.7m. EPS estimate increased from -US$0.55 to -US$0.44. Media industry in the US expected to see average net income growth of 14% next year. Consensus price target of US$4.38 unchanged from last update. Share price rose 2.8% to US$2.60 over the past week.Reported Earnings • May 16First quarter 2021 earnings released: US$1.14 loss per share (vs US$0.53 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: US$13.0m (down 48% from 1Q 2020). Net loss: US$5.33m (loss narrowed 79% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.分析記事 • Apr 16Is Marchex (NASDAQ:MCHX) Using Debt Sensibly?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...決済の安定と成長配当データの取得安定した配当: MCHXの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: MCHXの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Marchex 配当利回り対市場MCHX 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (MCHX)0%市場下位25% (US)1.4%市場トップ25% (US)4.2%業界平均 (Media)3.0%アナリスト予想 (MCHX) (最長3年)n/a注目すべき配当: MCHXは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: MCHXは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: MCHX US市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: MCHXが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 18:15終値2026/05/11 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Marchex, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Clayton MoranBenchmark CompanyDaniel SalmonBMO Capital Markets Equity ResearchSameet SinhaB. Riley Securities, Inc.10 その他のアナリストを表示
お知らせ • May 04Marchex, Inc. to Report Q1, 2026 Results on May 13, 2026Marchex, Inc. announced that they will report Q1, 2026 results at 4:20 PM, US Eastern Standard Time on May 13, 2026
お知らせ • Apr 10Marchex Inc Announces Broad Availability of Marchex Engage PlatformMarchex Inc. announced that the Marchex Engage Platform, a new AI-powered platform designed to help businesses scale conversation analytics, identify performance gaps, and take action to drive revenue growth is now broadly available to customers, including Marketing Edge Advantage customers. The Marchex Engage Platform helps organizations deliver improved marketing, sales, and operational performance through a centralized experience that supports users from corporate leaders to individual rooftops across industries. The updated availability of the Marchex Engage Platform includes KPI dashboards, configurable analytics, industry benchmarking, and personalized recommendations. Capabilities now available in the Engage Platform include: KPI Performance Dashboard – Presents a snapshot view of key performance metrics to quickly identify trends, gaps, and areas that need immediate attention. Configurable Data Analytics – NewData Grid and Data Explorer views enable users to evaluate performance by any dimension of their business, configure dashboards and reports, and share personalized views across the organization. Business Impact – Connects key metrics to revenue impact, helping teams prioritize the changes most likely to improve performance and drive measurable revenue growth. Personalized Insights & Recommendations -- Highlights patterns and anomalies impacting performance with targeted, data-driven recommendations so teams can act with confidence. Industry Benchmarking -- Enables organizations to compare KPI performance with industry peers, providing context on where they are performing well and where improvement is needed. Call Log – Provides an enhanced view of individual calls with advanced filtering, so teams can quickly find specific call examples for follow up and training purposes. In early use, the platform has helped organizations pinpoint specific operational and customer experience issues. For example, Marchex insights helped one organization identify more than $60,000 in wasted spend after more than 1,200 affiliate-driven calls from three paid sources produced just 21 leads, giving the business a clear path to reallocate budget toward higher-performing channels. In another example, the platform surfaced appointment availability and scheduling issues as key drivers of negative customer perception, helping teams prioritize changes to improve customer experience and protect brand reputation over time.
分析記事 • Mar 28We're Hopeful That Marchex (NASDAQ:MCHX) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Reported Earnings • Mar 27Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.11 loss per share. Revenue: US$45.4m (down 5.6% from FY 2024). Net loss: US$5.24m (loss widened 5.8% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%.
お知らせ • Mar 26Marchex, Inc. Provides Earnings Guidance for the First Quarter and Second Quarter of Fiscal Year 2026Marchex, Inc. provided earnings guidance for the first quarter and second quarter of fiscal year 2026. Revenue in the first quarter of 2026 reflects the migration revenue dilution from the final platform switch over in December 2025, which impacted revenue run rates entering 2026. With this noted, in the first quarter of 2026 the company currently anticipates that revenue will be in the range of fourth quarter 2025 levels. Based on these and other positive factors, the company currently anticipates that for the second quarter of 2026 revenue will sequentially increase as compared to the first quarter of 2026.
お知らせ • Mar 17Marchex, Inc. to Report Q4, 2025 Results on Mar 25, 2026Marchex, Inc. announced that they will report Q4, 2025 results at 4:20 PM, US Eastern Standard Time on Mar 25, 2026
Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Vice Chairman Mike Arends was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 11Marchex Announces New AI Search Attribution Capability, Enabling Businesses to Capture LLM-Driven Call Sources and Link Them to OutcomesMarchex announced a new key enhancement within its Engage Platform: the ability for businesses to accurately attribute and analyze LLM-driven phone calls resulting from consumers receiving brand information directly in an LLM search result, even when those customers never visit the company's website. As AI search assistants such as ChatGPT, Gemini, Perplexity, and Copilot increasingly influence how consumers research solutions to problems and search for and evaluate businesses, marketers face a growing visibility gap at the very start of the customer journey. Marchex's new capability enables businesses to identify when AI-search discovery directly leads to customer engagement, conversations, and revenue. Uniting DNI, AI-Powered Conversation Intelligence, AEO, and GA4: Marchex's new capability brings together four essential components of modern attribution: DNI -- When Marchex Dynamic Number Insertion is enabled for LLMs, trackable phone numbers are shown to consumers, allowing businesses to see when a consumer query in an AI search engine results in a phone call. AI-Powered Conversation Intelligence -- Marchex AI helps businesses understand every detail of each conversation result, product or service of interest, the value of each lead, consumer sentiment, agent performance, and revenue outcomes. AEO -- Answer Engine Optimization increases visibility in AI-generated search results and recommendations. GA4 Integration -- unifies online digital and offline call activity into a single analytics view. Together, these components form a comprehensive attribution framework designed for the AI-first era of customer engagement. New Attribution Capability for AI-based Zero-Click Search: When AI search engines show phone numbers, customers can call right away--without visiting a landing page. This removes predominantly all traditional attribution signals. With this enhancement, Marchex enables organizations to: Attribute AI-driven, DNI-enabled phone calls--even when customers never visit a website; Identify which AI search engine (LLM) surfaced the business's phone number; Use AI conversation intelligence to measure call intent, call quality, and revenue outcomes; Push call events directly into GA4 for unified analytics. Connecting Calls to GA4 for Unified Attribution: As enterprises use Google Analytics 4 (GA4), tracking both online activities and offline call interactions becomes increasingly essential. Marchex's enhanced AI search attribution makes this even more valuable. With DNI-powered call attribution inside GA4, organizations can: See AI-driven phone calls logged as GA4 events; Tie calls to campaigns, channel groupings, or AI search (AEO) strategies; Track multiple call milestones (e.g., call start, qualified lead, appointment booked); compare AI search performance alongside traditional digital channels; Boost ROI by linking AI-powered discovery to engagement and results. Defining the Next Chapter of Attribution: As AI search grows into a dominant channel for consumer discovery, Marchex is helping businesses adapt with: Visibility into AI-driven call sources; Accurate attribution without requiring website clicks; Unified analytics through GA4; Outcome-centric insights tied directly to revenue; An attribution architecture built for evolving AI search behaviors. Marchex's new AI search attribution capability marks a key step in how companies understand and improve customer journeys-- beginning where AI-driven discovery starts.
Reported Earnings • Nov 16Third quarter 2025 earnings released: US$0.023 loss per share (vs US$0.019 loss in 3Q 2024)Third quarter 2025 results: US$0.023 loss per share (further deteriorated from US$0.019 loss in 3Q 2024). Revenue: US$11.5m (down 8.3% from 3Q 2024). Net loss: US$1.02m (loss widened 23% from 3Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Nov 14Marchex, Inc. (NasdaqGS:MCHX) signed a Agreement in Principle to acquire Archenia, Inc. for $16.4 million.Marchex, Inc. (NasdaqGS:MCHX) signed a Agreement in Principle to acquire Archenia, Inc. for $16.4 million on November 13, 2025. The consideration consists of promissory note of Marchex, Inc. having a value of $10 million to be issued for common equity of Archenia, Inc. Marchex, Inc. will pay an earnout/contingent payment common equity. As part of consideration, $10 million is paid towards common equity of Archenia, Inc. The transaction is subject to approval of offer by acquirer shareholders, consummation of financial audit and definitive agreement. The Board of Directors of Archenia, Inc. formed a special committee for the transaction. The Closing Date, in the event a Definitive Agreement is entered into and the Transaction is approved by disinterested stockholders, is anticipated to occur in the first half of 2026.
お知らせ • Nov 07Marchex, Inc. to Report Q3, 2025 Results on Nov 13, 2025Marchex, Inc. announced that they will report Q3, 2025 results at 4:20 PM, US Eastern Standard Time on Nov 13, 2025
お知らせ • Nov 05Marchex, Inc., Annual General Meeting, Dec 16, 2025Marchex, Inc., Annual General Meeting, Dec 16, 2025. Location: 1200 5th ave, suite 1300, washington 98101., seattle United States
お知らせ • Oct 21Marchex Launches New AI-Powered Solution to Empower Senior Living Organizations to Boost Occupancy Rates, Increase Return on Ad Spend, and Improve Customer JourneysMarchex announced the launch of the Marchex Senior Living Solution, a new suite of AI-powered capabilities designed to help senior living organizations better optimize marketing spend, understand the specific needs of every prospect, and surface the key reasons potential residents choose to select or reject facilities. In senior living, the lifetime value of a resident can be measured in hundreds of thousands of dollars but reducing marketing budgets and challenges in assessing the quality and return from lead aggregators, combined with staffing challenges, necessitate vertically-specific solutions that are tailored to the needs of this industry. Built on Marchex's award-winning AI driven marketing and conversation intelligence platform, the Senior Living vertical solution converts everyday phone calls and other digital interactions from prospects into real-time actionable insights, so marketers and operators can create better experiences and optimize occupancy levels. challenges Facing Senior Living Operators: Senior living organizations manage increasing staffing costs, high turnover, and the need to provide consistent, high-quality service across multiple locations. They also face pressure to boost occupancy through improved lead conversion amidst heightened family expectations for resident care transparency and responsiveness, pricing, and availability. Traditional call tracking and survey methods frequently fail to identify the specific factors that prevent families from booking tours and make it difficult to accurately measure which marketing channels, locations, and agents produce the best results. Driving Community Impact Through Industry-Specific AI Insights: Know Which Conversations are Leads, Caregivers, or Residents - Accurately identify and categorize the intent and outcome of every conversation, using AI trained specifically for senior living conversations. Marketers can now optimize media spend toward high quality leads, A/B test content on web pages, and augment their CRM and CDP with highly relevant structured data about every conversation. Ensure Missed Appointments Can be Recovered - Not every interaction in the sales process is handled perfectly, especially with staff turnover and often complex prospect needs. Create alerts that route to another team member to review and potentially follow up with prospects with clear intent. Better Address Questions and Family Concerns - Detect recurring topics, such as insurance coverage, caregiver involvement or billing to guide marketing content and staff communication playbooks. Improve Operations Across Multiple Care Facility Locations - Track conversion KPIs and CSAT across multiple locations to guide better informed decisions at the community or regional level. Quickly identify best practices that drive new residents and pinpoint areas for improvement with insights and recommendations specifically tailored to your business or individual locations.
分析記事 • Oct 02We're Not Very Worried About Marchex's (NASDAQ:MCHX) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
お知らせ • Oct 01Marchex Launches Industry Benchmarking to Help Businesses Prioritize Key Performance IndicatorsMarchex announced the launch of Industry Benchmarking within the Key Insights Dashboard of the Marchex Engage Platform. This new capability equips businesses with industry-specific benchmarks tied to the key performance indicators (KPIs) that matter most, helping leaders identify where they outperform the market and where they need to take actions to drive improvements. Businesses have traditionally utilized Marchex for analyzing KPIs through historical trend analysis against internal metrics. With Industry Benchmarking, companies can now assess metrics such as conversation rate, lead rate, appointment set rate, and customer satisfaction KPIs in comparison to industry benchmarks, alongside receiving insights for performance improvement in areas such as sales, marketing, strategy, and operations. Marchex's Industry Benchmarking allows businesses to evaluate their performance in relation to industry peers, using KPIs based on data from millions of consumer interactions. Without access to industry benchmarking, it can be challenging for businesses to determine their relative performance and whether performance changes align with industry trends. Key benefits include: Real industry context, across mission-critical KPIs; Visual indicators to quickly identify strong, average, or underperforming metrics; Data-driven guidance to support leadership strategy, staffing, and budget allocation decisions. Benchmarks currently include industry-specific metrics such as: Conversation rate; Lead rate; Appointment rate; Customer satisfaction (CSAT); Customer view of the business (VOB). Industry Benchmarking is powered by Marchex's robust foundation of conversation analytics data across high-volume B2C industries. As part of the Key Insights Dashboard, this milestone reflects another step in Marchex's mission to transform customer conversation data into real-time, actionable intelligence that drives optimized business performance. These new capabilities are available to eligible customers via an annual license.
お知らせ • Sep 19Marchex, Inc. Appoints Brian Nagle as Chief Financial Officer, Effective September 15, 2025On September 16, 2025, Marchex, Inc. announced that Brian Nagle ("Nagle") had been appointed Chief Financial Officer of the Company effective September 15, 2025. Mr. Nagle was previously Senior Vice President, Controller of the Company.
お知らせ • Sep 17+ 1 more updateMarchex, Inc. Announces the Resignation of Edwin A. Miller as Chief Executive Officer, Effective September 11, 2025On September 16, 2025, Marchex, Inc. announced the resignation of Edwin A. Miller (Miller) as its Chief Executive Officer effective September 11, 2025. Mr. Miller will serve as a consultant to the Company for one year and provide general advisory services to the Chairman.
Major Estimate Revision • Aug 20Consensus EPS estimates upgraded to US$0.05 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$49.9m to US$46.3m. 2025 losses expected to reduce from -US$0.10 to -US$0.05 per share. Media industry in the US expected to see average net income growth of 20% next year. Consensus price target of US$4.00 unchanged from last update. Share price rose 9.1% to US$1.97 over the past week.
ナラティブ更新 • Aug 15AI-Driven Platforms Will Expand Enterprise Market ReachMarchex’s modestly higher future P/E ratio and slight weakening in net profit margin suggest incrementally greater valuation risk, but the consensus price target remains unchanged at $4.00. What's in the News Marchex launched an AI-powered healthcare solution to provide health systems and marketing organizations with actionable insights from patient conversations, enhancing attribution, appointment prioritization, and marketing optimization.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: US$0.002 (vs US$0.018 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.002 (up from US$0.018 loss in 2Q 2024). Revenue: US$11.7m (down 3.5% from 2Q 2024). Net income: US$85.0k (up US$841.0k from 2Q 2024). Profit margin: 0.7% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Aug 12Marchex Releases Healthcare AI Solution to Provide Comprehensive Patient Insights and Superior Marketing DistributionMarchex announced the release of its new AI-powered healthcare solution designed for health systems, large ambulatory care facilities, and healthcare marketing organizations. This release equips these organizations with data that more accurately attributes marketing-driven patient leads, prioritizes high-value appointments, and provides alerts for critical patient engagement challenges. As health systems strive to increase new patient acquisition and manage rising expectations amid growing operational complexity, they need more than call transcripts, summaries, and generalized AI. Marchex's Healthcare AI Solution addresses this need by transforming unstructured conversation data into structured, contextual insights and recommended actions. This combination helps healthcare organizations improve operational efficiency, focus on appointments and actions with the highest potential impact, and optimize marketing campaigns for improved performance. Marchex's healthcare AI Solution transforms patient conversations into actionable insights, including: Post-Call Data: Measure patient conversion and fallout rates over time, and across different areas of the patient journey to make more informed decisions. Actionable Insights: AI-driven insights that reveal why patients book and don't book--such as appointment availability, pricing, insurance acceptance, lack of specific services offered, and more. Marketing Optimization: Leverage healthcare-specific lead and appointment rate models to drive down the cost-per-lead for each channel and improve automated bidding. Targeting and Attribution: Refine targeting strategies with detailed insights into which campaigns and channels perform best. Leverage advanced marketing attribution for patient leads and outcomes with the highest potential revenue impact.
お知らせ • Aug 01Marchex, Inc. to Report Q2, 2025 Results on Aug 12, 2025Marchex, Inc. announced that they will report Q2, 2025 results at 4:20 PM, US Eastern Standard Time on Aug 12, 2025
Reported Earnings • May 15First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.045 loss per share (further deteriorated from US$0.034 loss in 1Q 2024). Revenue: US$11.4m (down 1.5% from 1Q 2024). Net loss: US$1.98m (loss widened 37% from 1Q 2024). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 67%. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • May 15Marchex, Inc. Provides Earnings Guidance for the Year 2025Marchex, Inc. provided earnings guidance for the year 2025. The company expects to grow to achieve a $50.0 million annual revenue run rate or better, or more than $12.5 million in quarterly revenue.
お知らせ • May 07Marchex, Inc. to Report Q1, 2025 Results on May 13, 2025Marchex, Inc. announced that they will report Q1, 2025 results at 4:20 PM, US Eastern Standard Time on May 13, 2025
Price Target Changed • Apr 19Price target increased by 19% to US$4.00Up from US$3.38, the current price target is provided by 1 analyst. New target price is 172% above last closing price of US$1.47. Stock is up 20% over the past year. The company is forecast to post a net loss per share of US$0.08 next year compared to a net loss per share of US$0.11 last year.
新しいナラティブ • Apr 08Cloud Standardization And Vertical AI Solutions Will Improve Efficiency Unification of data architecture and user interface improvements aim to boost revenue through AI deployment, enhanced scalability, and improved customer engagement.
お知らせ • Apr 02Marchex Adds to its Auto Dealership Solutions with Engage for ServiceMarchex announced the launch of Engage for Service, its latest AI-powered solution for auto dealerships, designed to help service centers better understand their customer engagement, elevate customer satisfaction, recover lost opportunities, and boost revenue. Auto service centers are the backbone of dealerships, handling approximately 50% of all inbound calls. Key issues include cost disputes, scheduling conflicts, missed calls, repairs miscommunication, long wait times, and lack of follow-up. This new solution will significantly help improve each of these areas. For auto dealerships, it is critical to maximize the opportunity found in every customer conversation. Marchex's new Engage for Service delivers powerful capabilities including: Boost Service Appointment Bookings: Turn more calls into scheduled service appointments, ensuring customers receive the service they need. Identify poor service writer performance so can more effectively train staff and increase the number of repair orders (ROs). High-Value Opportunity Alerts: Receive timely alerts (via email or SMS) on missed high-value appointment opportunities, including the AI-generated summary detailing the service discussed and why an RO was not set. Survey Every Interaction: Most customers do not complete surveys, leaving an incomplete picture of customer perception. Marchex Engage provides a CSAT score, and seven other important sentiment factors, on every conversation for a complete picture of the customer experience. Reputation Rescue Alerts: It takes years to build trust with a customer, and only one bad experience to damage it. Marchex Engage allows alert setting for when a customer has a negative experience so can quickly follow up with the frustrations customer before they post a negative dealership review. The Marchex suite of solutions for automotive dealers, including Marchex Engage for Automotive Sales and Service, and Marketing Edge, equips dealerships to optimize media spending, increase sales productivity, and deliver better overall service experiences.
Major Estimate Revision • Mar 13Consensus EPS estimates fall by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$50.5m to US$49.4m. Losses expected to increase from US$0.10 per share to US$0.14. Media industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$3.25 unchanged from last update. Share price was steady at US$1.97 over the past week.
Reported Earnings • Mar 07Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.12 loss per share (improved from US$0.23 loss in FY 2023). Revenue: US$48.1m (down 3.6% from FY 2023). Net loss: US$4.95m (loss narrowed 50% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10.0%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 07Marchex, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Marchex, Inc. provided earnings guidance for the first quarter and full year 2025. For the quarter, the company expects revenue is currently anticipated to be in the range of fourth quarter 2024 levels. For the year, revenue is currently anticipated to grow on a year-over-year basis, with the opportunity for sequential revenue acceleration throughout 2025, as it is execute on a series of strategic, sequential product launch and go-to-market initiatives.
お知らせ • Feb 27Marchex, Inc. to Report Q4, 2024 Results on Mar 06, 2025Marchex, Inc. announced that they will report Q4, 2024 results at 4:20 PM, US Eastern Standard Time on Mar 06, 2025
分析記事 • Jan 07We Think Marchex (NASDAQ:MCHX) Can Easily Afford To Drive Business GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
分析記事 • Dec 01Risks To Shareholder Returns Are Elevated At These Prices For Marchex, Inc. (NASDAQ:MCHX)When you see that almost half of the companies in the Media industry in the United States have price-to-sales ratios...
New Risk • Nov 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.6% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.0m net loss in 2 years). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (US$73.6m market cap).
Recent Insider Transactions • Nov 17Chief Executive Officer recently bought US$183k worth of stockOn the 14th of November, Edwin Miller bought around 106k shares on-market at roughly US$1.73 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Edwin has been a buyer over the last 12 months, purchasing a net total of US$455k worth in shares.
New Risk • Nov 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.6% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$5.0m net loss in 2 years). Market cap is less than US$100m (US$75.8m market cap).
お知らせ • Nov 02Marchex, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2024 and First Quarter and Full Year of 2025Marchex, Inc. provided earnings guidance for the fourth quarter ending December 31, 2024 and first quarter and full year of 2025. For the fourth quarter ending December 31, 2024, revenue is anticipated to be in the range of $12.0 million due to expected typical seasonality of call volumes in the fourth quarter. Revenue for the first quarter of 2025 is anticipated to be higher than the first quarter of 2024 and sequentially higher than the fourth quarter of 2024. Revenue in 2025 is anticipated to grow over 2024, with the opportunity for accelerating sequential growth rates during 2025.
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: US$0.019 loss per share (improved from US$0.036 loss in 3Q 2023). Revenue: US$12.6m (down 1.8% from 3Q 2023). Net loss: US$831.0k (loss narrowed 46% from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 20% per year.
お知らせ • Oct 30Marchex Announces Additional AI Solutions to Empower BusinessesMarchex announced the phased rollout of its vertical-specific advanced AI solutions for lead identification, lead value assessment, and trending topics discovery. These innovative AI solutions deliver descriptive, predictive, and prescriptive insights that enable businesses to improve return on ad spend, understand the primary elements driving changes in customer behavior, and increase sales. Launching in Fourth Quarter 2024, these solutions are tailored for automotive OEMs and dealers, home services, medical, dental, and automotive services. Advanced AI Solutions key benefits: High-Value Lead Identification: Scoring that reveals the higher potential leads; Industry-Specific Customization: Businesses receive the most relevant, actionable insights; Data-Driven Decisions: Track trends, optimize resource allocation, and make informed decisions based on comprehensive customer insights; Marketing Optimization: Industry specific lead and appointment rate models that optimize marketing campaigns to drive high-value leads; Improved Attribution: Segment target audiences and improve automated bidding using any combination of lead outcomes, lead value, and topics; Understand relevant customer topics: Identify topics and trends that are most important to a successful sale and customer experience.
お知らせ • Oct 24Marchex, Inc. to Report Q3, 2024 Results on Oct 31, 2024Marchex, Inc. announced that they will report Q3, 2024 results at 4:20 PM, US Eastern Standard Time on Oct 31, 2024
お知らせ • Sep 20Marchex, Inc., Annual General Meeting, Oct 30, 2024Marchex, Inc., Annual General Meeting, Oct 30, 2024. Location: 1200 5th ave., suite 1300, washington, seattle United States
Major Estimate Revision • Aug 15Consensus EPS estimates upgraded to US$0.085 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.115 to -US$0.085 per share. Revenue forecast steady at US$48.6m. Media industry in the US expected to see average net income growth of 54% next year. Consensus price target of US$3.25 unchanged from last update. Share price rose 8.0% to US$2.02 over the past week.
Reported Earnings • Aug 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.018 loss per share (improved from US$0.065 loss in 2Q 2023). Revenue: US$12.1m (down 3.6% from 2Q 2023). Net loss: US$756.0k (loss narrowed 72% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 43%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 09Marchex, Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2024Marchex, Inc. provided earnings guidance for the third quarter ending September 30, 2024. For the quarter, the company Revenue is anticipated to increase to be in the range of $12.6 million or more.
分析記事 • Aug 05Marchex, Inc. (NASDAQ:MCHX) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedMarchex, Inc. ( NASDAQ:MCHX ) shares have continued their recent momentum with a 27% gain in the last month alone...
お知らせ • Aug 01Marchex, Inc. to Report Q2, 2024 Results on Aug 08, 2024Marchex, Inc. announced that they will report Q2, 2024 results at 4:30 PM, US Eastern Standard Time on Aug 08, 2024
Recent Insider Transactions • Jun 09Chief Executive Officer recently bought US$272k worth of stockOn the 4th of June, Edwin Miller bought around 200k shares on-market at roughly US$1.36 per share. This transaction increased Edwin's direct individual holding by 11x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Edwin's only on-market trade for the last 12 months.
New Risk • May 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$4.9m net loss next year). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Market cap is less than US$100m (US$60.3m market cap).
Reported Earnings • May 08First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: US$0.034 loss per share (improved from US$0.10 loss in 1Q 2023). Revenue: US$11.6m (down 5.3% from 1Q 2023). Net loss: US$1.45m (loss narrowed 68% from 1Q 2023). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • May 08Marchex, Inc. Provides Revenue Guidance for the Second Quarter Ending June 30, 2024Marchex, Inc. provided revenue guidance for the second quarter ending June 30, 2024. For the period, the company announced that Revenue is anticipated to increase to approximately $12 million or more.
お知らせ • May 03Marchex, Inc. to Report Q1, 2024 Results on May 07, 2024Marchex, Inc. announced that they will report Q1, 2024 results at 4:20 PM, US Eastern Standard Time on May 07, 2024
お知らせ • Apr 30Marchex Launches Generative Ai-Powered Sentiment Suite Across Multiple ApisMarchex, Inc. announced that it has launched its Sentiment Suite product offering across multiple application programming interfaces (APIs) following completion of an extensive early adopter program with Fortune 500 companies and other customers. A key element of Marchex’s conversation intelligence platform, Sentiment Suite combines structured and unstructured data to provide a comprehensive view of customer emotion throughout conversations with businesses. For businesses of all sizes, Sentiment Suite’s AI-driven insights include: Customer Emotion, which provides a high-level assessment of whether conversations are positive, negative, or neutral. Emotion Categories, which assigns specific sentiments such as satisfied, frustrated, or confused to callers, enabling tailored customer response strategies. View of Business, which combines emotion ratings or scoring, and call context to infer whether the customer perceives a business positively, negatively, or neutrally. Today’s launch follows an 8-week early adopter program that scored more than 58,000 completed conversations, across more than a dozen diverse organizations. Upon completion of the early adopter period, Marchex conducted comprehensive interviews with the participants. The feedback showed how Sentiment Suite can deliver highly impactful operational value, by combining structured and unstructured data, qualitatively delivered to customers in actionable ways. Specific examples include: A Fortune 500 company reported that Sentiment Suite helped validate its belief that directing all customer calls to a central call center would create better business outcomes than if it delivered the conversations to varied locations. Previously, the company did not have the data to prove this thesis, but its adoption of Marchex Sentiment Suite generated specific data tied to helpful and unhelpful agents, which enabled the company to determine where calls are handled most effectively for greatest customer satisfaction. By utilizing the Sentiment Suite data and intelligence, this company was able to create more effective workflows that drove improved customer satisfaction and operational excellence. A major healthcare industry association deployed Sentiment Suite and found for its line of business, localized call handling is crucial. Sentiment Suite’s specific data and intelligence for the organization showed local communication was in fact most effective in terms of answering calls, following up on leads, and supporting a positive customer experience – all of which are connected to revenue acceleration. A large home services franchise highlighted deploying Sentiment Suite enabled it to more strategically align marketing spend to focus on specific areas that returned both more leads and satisfied customers. As part of the process, Sentiment Suite identified calls where customers were frustrated or dissatisfied and helped the company determine why customers had these feelings or negative views of the business, as well as which actions to take to improve them.
Major Estimate Revision • Mar 21Consensus EPS estimates upgraded to US$0.12 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$53.2m to US$50.4m. 2024 losses expected to reduce from -US$0.16 to -US$0.115 per share. Media industry in the US expected to see average net income growth of 66% next year. Consensus price target of US$3.25 unchanged from last update. Share price rose 8.5% to US$1.41 over the past week.
Reported Earnings • Mar 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: US$0.23 loss per share (further deteriorated from US$0.19 loss in FY 2022). Revenue: US$49.9m (down 4.3% from FY 2022). Net loss: US$9.91m (loss widened 20% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Mar 15Marchex, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2024 and Full Year of 2024Marchex, Inc. provided earnings guidance for the first quarter ending March 31, 2024 and full year of 2024. For the first quarter ending March 31, 2024, the company expects revenue is anticipated to be somewhat lower than fourth quarter 2023 levels.For the fiscal year 2024, the company anticipates revenue growth for the full year with sequential revenue progress throughout the year.
お知らせ • Mar 08Marchex, Inc. to Report Q4, 2023 Results on Mar 14, 2024Marchex, Inc. announced that they will report Q4, 2023 results at 4:20 PM, US Eastern Standard Time on Mar 14, 2024
分析記事 • Mar 01Will Marchex (NASDAQ:MCHX) Spend Its Cash Wisely?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Reported Earnings • Nov 10Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: US$0.037 loss per share. Revenue: US$12.8m (down 3.2% from 3Q 2022). Net loss: US$1.55m (flat on 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Media industry in the US.
お知らせ • Nov 10Marchex, Inc. Provides Earnings Guidance for Fourth Quarter Ending December 31, 2023 and Fiscal Year 2024Marchex, Inc. provided earnings guidance for fourth quarter ending December 31, 2023 and fiscal year 2024. For the fourth quarter ending December 31, 2023, revenue is anticipated to be at or near third quarter 2023 levels. For the fiscal year 2024, the company anticipates revenue growth on a year-over-year basis along with sequential progress.
New Risk • Nov 10New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$9.2m free cash flow). Earnings have declined by 1.7% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (US$56.8m market cap).
お知らせ • Nov 08Marchex, Inc. Launches Call Summary and Sentiment Suite Capabilities for Vertical MarketsMarchex, Inc. announced that it has launched Call Summary and Sentiment Suite capabilities. Powered by generative AI, these new features analyze and generate summaries of consumer-to-business calls, enabling businesses to immediately identify customers who have had exceptionally good experiences, as well as satisfied customers. This valuable data empowers companies to capitalize on positive interactions by advancing sales processes or encouraging positive online behaviors, including reviews, as well as take action to rectify concerns from satisfied customers. Call Summaries leverage the power of generative AI to transform the way businesses capture and utilize critical insights from customer interactions. This feature offers two distinct types of summaries: Outcome Focused Summaries give concise, natural-language descriptions of what occurred during a consumer-to-business call. Agent Focused Summaries provide comprehensive assessments of customer service or sales agent performance during calls. Sentiment Suite combines structured and unstructured data to provide a holistic view of customer emotions during conversations: Customer Emotion gives a high-level assessment of whether conversations were positive, negative, or neutral. Emotion Categories assign specific sentiments such as satisfied, frustrated, or confused to callers, enabling tailored response strategies. View of Business combines emotion grading and call context to inferred how the customer perceptionives business: positive, negative, orneutral. These structured data pieces are then paired with natural language explanations of why callers are reacting the way they are, enhancing the understanding of emotional dynamics during conversations. The new features address critical pain points in customer relations: Agents are relieved from the tedious task of manual record-keeping, allowing them to focus on delivering exceptional customer experiences. Clients have the ability to identify which locations or agents have the highest volume of frustrated callers, and whether they are able to bring those customers around to a positive experience during the conversation journey. Managers can streamline call evaluations, sparing them the need to sift through entire audio recordings or transcripts, and making performance assessment more efficient. Customers receive a more personalized service as agents have access to accurate call recaps, leading to improved customer satisfaction and loyalty. Call Summaries and Sentiment Suite are just the first in a series of AI enhancements in Marchex's product pipeline, all designed to equip organizations with applications to proactively identify sales and growth opportunities, as well as address issues that may lead to negative experiences and reviews from satisfied customers.
お知らせ • Oct 28Marchex, Inc. to Report Q3, 2023 Results on Nov 08, 2023Marchex, Inc. announced that they will report Q3, 2023 results at 4:20 PM, US Eastern Standard Time on Nov 08, 2023
分析記事 • Oct 19Is Marchex (NASDAQ:MCHX) In A Good Position To Deliver On Growth Plans?Just because a business does not make any money, does not mean that the stock will go down. For example, although...
分析記事 • Sep 14What You Can Learn From Marchex, Inc.'s (NASDAQ:MCHX) P/SAfter Its 26% Share Price CrashTo the annoyance of some shareholders, Marchex, Inc. ( NASDAQ:MCHX ) shares are down a considerable 26% in the last...
お知らせ • Aug 19Marchex, Inc., Annual General Meeting, Sep 28, 2023Marchex, Inc., Annual General Meeting, Sep 28, 2023, at 10:00 Pacific Standard Time. Location: Marchex, Inc., 1200 5th Ave., Suite 1300, Seattle Washington United States Agenda: To elect five individuals to serve on our Board of Directors for the ensuing year and until their successors are elected; to ratify the appointment of RSM US LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023; to approve, by a non-binding advisory vote, the compensation paid to our named executive officers; and to select, by a non-binding advisory vote, the frequency at which stockholders will be asked to approve the compensation paid to our named executive officers.
New Risk • Aug 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$9.2m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$9.2m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$9.7m net loss next year). Shareholders have been diluted in the past year (2.9% increase in shares outstanding). Market cap is less than US$100m (US$80.5m market cap).
Reported Earnings • Aug 04Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: US$64.56 loss per share (further deteriorated from US$0.035 loss in 2Q 2022). Revenue: US$12.5m (down 7.3% from 2Q 2022). Net loss: US$2.74m (loss widened 79% from 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • May 11Companies Like Marchex (NASDAQ:MCHX) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, although...
Major Estimate Revision • May 11Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$51.9m to US$50.7m. Losses expected to increase from US$0.24 per share to US$0.31. Media industry in the US expected to see average net income growth of 6.3% next year. Consensus price target of US$3.25 unchanged from last update. Share price fell 12% to US$1.76 over the past week.
Reported Earnings • May 07First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: US$0.10 loss per share (further deteriorated from US$0.037 loss in 1Q 2022). Revenue: US$12.2m (down 7.3% from 1Q 2022). Net loss: US$4.48m (loss widened 183% from 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 38%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 06Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$0.19 loss per share (further deteriorated from US$0.10 loss in FY 2021). Revenue: US$52.2m (down 2.4% from FY 2021). Net loss: US$8.25m (loss widened 88% from FY 2021). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 66%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$53.7m to US$51.9m. Losses expected to increase from US$0.14 per share to US$0.24. Media industry in the US expected to see average net income growth of 7.6% next year. Consensus price target down from US$3.38 to US$3.25. Share price fell 2.4% to US$2.05 over the past week.
Reported Earnings • Mar 02Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$0.20 loss per share (further deteriorated from US$0.10 loss in FY 2021). Revenue: US$52.2m (down 2.4% from FY 2021). Net loss: US$8.25m (loss widened 88% from FY 2021). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Price Target Changed • Mar 02Price target decreased by 7.1% to US$3.25Down from US$3.50, the current price target is an average from 2 analysts. New target price is 58% above last closing price of US$2.06. Stock is up 8.4% over the past year. The company is forecast to post a net loss per share of US$0.095 next year compared to a net loss per share of US$0.10 last year.
お知らせ • Feb 18Marchex, Inc. to Report Q4, 2022 Results on Feb 28, 2023Marchex, Inc. announced that they will report Q4, 2022 results at 4:20 PM, US Eastern Standard Time on Feb 28, 2023
お知らせ • Feb 07+ 1 more updateMarchex, Inc. Announces Executive ChangesMarchex, Inc. announced that Russell Horowitz, the company's chairman of the board, will continue in this role and Michael Arends will serve as the company's vice chairman. The company also announced that Ryan Polley, the company's chief operating officer, has been named to the additional role of President. Polley's responsibilities include overseeing the product and engineering organizations at the company, as well as developing the strategies that expand the company's artificial intelligence capabilities and customer channel opportunities.
分析記事 • Jan 05We're Not Very Worried About Marchex's (NASDAQ:MCHX) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Don Cogsville was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: US$0.038 loss per share (down from US$0.075 profit in 3Q 2021). Revenue: US$13.2m (down 3.7% from 3Q 2021). Net loss: US$1.56m (down 147% from profit in 3Q 2021). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
分析記事 • Sep 15We're Hopeful That Marchex (NASDAQ:MCHX) Will Use Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Major Estimate Revision • Aug 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$54.3m to US$53.2m. 2022 losses expected to reduce from -US$0.19 to -US$0.16 per share. Media industry in the US expected to see average net income growth of 2.8% next year. Consensus price target of US$3.50 unchanged from last update. Share price rose 14% to US$2.22 over the past week.
Reported Earnings • Aug 11Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: US$0.037 loss per share (down from US$0.008 loss in 2Q 2021). Revenue: US$13.5m (down 3.5% from 2Q 2021). Net loss: US$1.53m (loss widened 360% from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 45%. Over the next year, revenue is forecast to grow 4.0%, compared to a 2.4% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Don Cogsville was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 13First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: US$0.037 loss per share (up from US$0.12 loss in 1Q 2021). Revenue: US$13.2m (up 1.5% from 1Q 2021). Net loss: US$1.58m (loss narrowed 70% from 1Q 2021). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Over the next year, revenue is forecast to grow 5.0%, compared to a 3.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Don Cogsville was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Apr 27Price target decreased to US$3.50Down from US$4.00, the current price target is an average from 2 analysts. New target price is 94% above last closing price of US$1.80. Stock is down 40% over the past year. The company is forecast to post a net loss per share of US$0.23 next year compared to a net loss per share of US$0.10 last year.
分析記事 • Apr 17We're Hopeful That Marchex (NASDAQ:MCHX) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Reported Earnings • Mar 04Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$0.11 loss per share (up from US$0.91 loss in FY 2020). Revenue: US$53.5m (up 4.4% from FY 2020). Net loss: US$4.39m (loss narrowed 90% from FY 2020). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 23%. Over the next year, revenue is forecast to grow 6.4%, compared to a 5.3% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year whereas the company’s share price has fallen by 24% per year.
Price Target Changed • Dec 31Price target decreased to US$4.00Down from US$4.38, the current price target is an average from 2 analysts. New target price is 56% above last closing price of US$2.57. Stock is up 31% over the past year. The company posted a net loss per share of US$0.91 last year.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS US$0.083 (vs US$0.078 loss in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$13.7m (down 48% from 3Q 2020). Net income: US$3.31m (up US$6.98m from 3Q 2020). Profit margin: 24% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Seeking Alpha • Sep 29Marchex: Hope Springs EternalProfitability is finally beginning to improve at Marchex. Conversational intelligence and sales engagement solutions are definitely growing in demand. Management believes it can deliver. The market for the most part remains unconvinced thus far.
Reported Earnings • Aug 09Second quarter 2021 earnings released: US$0.008 loss per share (vs US$0.096 loss in 2Q 2020)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2021 results: Revenue: US$14.0m (down 46% from 2Q 2020). Net loss: US$333.0k (loss narrowed 93% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 08Does Marchex (NASDAQ:MCHX) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Aug 07Consensus EPS estimates increase to -US$0.29The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$52.7m to US$53.6m. EPS estimate increased from -US$0.44 to -US$0.29. Media industry in the US expected to see average net income growth of 8.9% next year. Consensus price target of US$4.38 unchanged from last update. Share price rose 20% to US$3.06 over the past week.
Major Estimate Revision • May 20Consensus EPS estimates increase to -US$0.44The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from US$50.8m to US$52.7m. EPS estimate increased from -US$0.55 to -US$0.44. Media industry in the US expected to see average net income growth of 14% next year. Consensus price target of US$4.38 unchanged from last update. Share price rose 2.8% to US$2.60 over the past week.
Reported Earnings • May 16First quarter 2021 earnings released: US$1.14 loss per share (vs US$0.53 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: US$13.0m (down 48% from 1Q 2020). Net loss: US$5.33m (loss narrowed 79% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 16Is Marchex (NASDAQ:MCHX) Using Debt Sensibly?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
